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Tamara Metwally

Tamara Metwally

Portfolio Manager at Index Fund Advisors, Inc.

Irvine, CA , United States

About

Tamara Metwally is a Portfolio Manager at Index Fund Advisors, Inc. (IFA), based in Irvine, California. In her current role, she is responsible for constructing and managing diversified investment portfolios, with a focus on evidence-based strategies using index funds and ETFs across global equities, fixed income, and other asset classes. Her primary focus is on delivering long-term, risk-adjusted returns for individual and institutional clients through low-cost, passive investment vehicles.

Tamara’s career at IFA has progressed through several positions, including Portfolio Analyst and Portfolio Associate, prior to her current management role. Throughout her tenure, she has developed expertise in portfolio analysis, trading, and implementation of IFA’s index-based investment philosophy, working closely with clients to match asset allocation strategies to their risk profiles and financial objectives. Her background ensures a strong foundation in both client service and technical investment operations within the wealth management sector, emphasizing index-based passive strategies.

She holds a Bachelor of Arts in Business Economics with minors in Management and Political Science from the University of California, Irvine, where she developed a strong grounding in financial markets and analytical skills. Tamara’s academic achievements also include participation in the International Baccalaureate Diploma Program at JESS in Dubai, reflecting her commitment to a global perspective in economics and investment decision-making. She is recognized for her diligence and contributions to IFA’s mission of providing transparent, evidence-driven investment solutions.

Career History

OrganizationRoleDate RangeDetails
Index Fund Advisors, Inc.Portfolio ManagerMay 2023 to Present
Index Fund Advisors, Inc.Portfolio AssociateJul 2021 to May 2023
Index Fund Advisors, Inc.Portfolio AnalystSep 2019 to Jul 2021
Index Fund Advisors, Inc.InternJul 2019 to Sep 2019
Morgan StanleyWealth Management InternFeb 2018 to Jun 2018
UCI Women in LeadershipVice President of Internal AffairsSep 2017 to Jun 2018
UCI Women in LeadershipDirector of Administrative AffairsApr 2017 to Nov 2017
UCI Women in LeadershipDirector of MarketingApr 2016 to Apr 2017
EFG HermesPrivate Equity InternAug 2017 to Sep 2017

Education

UC Irvine

B.A. Business Economics, Minor’s in Management and Political Science

2015 2019

JESS, Dubai

High School, International Baccalaureate Diploma Program

2011 2015

Others at Index Fund Advisors, Inc. (3)

NameRoleLocation
Peter Broekelschen
Peter Broekelschen
Senior Portfolio ManagerIrvine, CA , United States
Drake Mueller
Drake Mueller
Portfolio AnalystOrange, CA , United States
Luke Owens
Luke Owens
Portfolio AnalystIrvine, CA , United States

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